1. Approving a Question = Saving to Knowledge Base
When you click Approve, Vera immediately adds that answer to your Past Answers, which are part of your knowledge base.
You can also bulk-select multiple questions and click Mark all as approved - all approved answers are saved automatically.
2. Save Without Approving
If you're not ready to approve a question but still want to save the answer to your knowledge base, click Save to Past Answers.
This keeps the answer available for future questionnaires without marking it as approved.
3. View Your Past Answers
To view all saved answers:
Go to Sources > Past Answers
This is your single source of truth used by the AI when generating responses
If a new document contradicts a saved answer, Vera will automatically flag it for review.
4. Managing Past Answer Scope
You can control which saved answers the AI uses:
Click Remove from AI Assistant scope to exclude an answer from future references
Click again to re-add it when it becomes relevant
By following this guide, you'll be well-equipped to upload documents to Vera's knowledge base effectively.
For further assistance, refer to our Help Center or contact our support team.